MACRO VARIABLES

"Under the baseline scenario, the aggregate CRAR (capital to risk weighted asset ratio) of 46 major banks is projected to slip from 16.7% in March 2024 to 16.1% by March 2025," the RBI said in its June 2024 Financial Stability Report.

Morgan Stanley's Asia CEO Gokul Laroia discussed Indian elections, markets, and risks with Nishanth Vasudevan before an investor conference.

Happy Wednesday! Top bosses at some of the country’s leading IT firms took home enhanced salary packages last fiscal. More on this on today’s ETtech Morning Dispatch.

? I think as things are beginning to normalise, this global travel will also start coming back. And as of this October, we should see us getting close to the pre-COVID level. And it is only next year that India will cross the international arrival n...

Shaktikanta Das, the Governor of the Reserve Bank of India, highlights the need for durable inflation, discusses the positive macroeconomic factors contributing to India's stability and growth, and acknowledges the challenges posed by global debt wh...

Abul Fateh says: "Exposure to fixed income should be raised, especially towards the longer end of the curve. MPC has taken note of the real rates being positive at this point. The markets have also responded, especially in the last few weeks of CY20...

“Tactically, bond makes the most sense. In India, I have been of the view that credit carry is most attractively valued. But if you are a sort of vanilla equity investor, there is nothing that you cannot cheer about right now from a macro point of v...

Financial services sector stocks tend to stay in news for many reasons. Right from regulatory changes which have once again brought limelight on them to global developments impacting the cost of capital, the financial service sector tends to deal wi...

“I do not sense most of the FMCG names outperforming the market and which is why you would not see any active recommendation coming from us in this pack. They had done their job when nothing was working in the market, they did well. But going forwar...

"If we just look at data of the last five years of emerging market performance in dollar terms – it is negative, and India is about 7% to 8% positive in the dollar terms. It is negative is because China, Russia, etc., everything has disappointed. Ov...

This comes as India's second largest IT firm paid 60% variable last quarter on an average. The company has also not rolled out annual hikes for employees for the year FY23. Previous hikes were paid in July 2022.

Microeconomics has historically been more successful in predicting economic behavior than macroeconomics, due to its ability to conduct controlled experiments. Microeconomics and macroeconomics are inextricably bound, but microeconomics has historic...

The quantum of variable pay during Q4 has taken a hit for many companies as they struggle with extended deal closure cycles and a cautious spending environment.

Amid the dark clouds of sharp valuation markdowns for tech companies, Swiggy's CEO Sriharsha Majety announced that its food-delivery business had turned profitable in March, Esop costs aside. This and more in today’s ETtech Top 5.

Infosys has rolled out an average of 60% variable pay for the fourth quarter of 2022-23, which was impacted by a volatile market and uncertainties, documents accessed by ET show.

The Bengaluru-based IT major has mailed its Wipro ‘Turbo’ candidates, typically offered Rs 6.5 lakh per annum earlier, the option to take up the lower-paying role (offered to Wipro Elite candidates).

Europe accounts for over 25% of the revenue pool of Indian IT service providers like Tata Consultancy Services (TCS), Infosys, and Wipro among others, with many of them dealing with global retailers, manufacturers and automakers in the region.

“We are living in a very dynamic world and the central bank has to become a dynamic organisation in terms of actions – not action for the sake of action but action because it is necessary. We have to be in tune with the times and also anticipate eme...

“There are a lot of macro variables which are not as per the text books. I do not think we should do too much macro betting. We should be very very micro, we must look at the company, we must look at the sector and then valuation and then go about d...